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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,887 | $93,617+59.0% | $135,982+9.5% | $75,177+98.0% |
| Participation rate | 68.1% | 75.2%-7.1pp | 81.9%-13.8pp | 67.2%+0.9pp |
| Annual return | 18.86% | 30.89%-12.0pp | 68.32%-49.5pp | 160.75%-141.9pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $6,051 | $6,406-5.5% | $7,760-22.0% | $4,126+46.6% |
| Admin fee / account holder | $5,535 | $6,980-20.7% | $10,767-48.6% | $5,651-2.1% |